# Portfolio overlap — CREAX vs FRI

Comparing **Columbia Real Estate Equity Fund** (2026-03-31) and **First Trust S&P REIT Index Fund** (2026-03-31).

- Shared positions: 74
- Columbia Real Estate Equity Fund covered by First Trust S&P REIT Index Fund: 0.7384616819602914755134181523
- First Trust S&P REIT Index Fund covered by Columbia Real Estate Equity Fund: 0.7384616819602914755134181524

## Columbia Real Estate Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.122028 | ✓ |
| PROLOGIS INC REIT | 0.100748 | ✓ |
| EQUINIX INC | 0.093450 | ✓ |
| SIMON PROPERTY | 0.034862 | ✓ |
| DIGITAL REALTY TRUST INC | 0.033826 | ✓ |
| VENTAS INC REIT | 0.031719 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.030068 |  |
| REALTY INCOME CORP REIT | 0.026266 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.026209 | ✓ |
| PUBLIC STORAGE | 0.026121 | ✓ |
| FED REALTY INVS | 0.025844 | ✓ |
| IRON MOUNTAIN INC | 0.024289 | ✓ |
| EXTRA SPACE STORAGE INC | 0.023232 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.021910 | ✓ |
| HOST HOTELS & RE | 0.020865 | ✓ |
| MACERICH COMPANY | 0.019443 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.019150 | ✓ |
| INVITATION HOMES INC | 0.017850 | ✓ |
| CURBLINE PROPERTIES CORP | 0.017101 | ✓ |
| INVENTRUST PROPE | 0.016747 | ✓ |
| CARETRUST REIT INC | 0.016585 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.015986 | ✓ |
| EASTGROUP PROP | 0.015727 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.013350 | ✓ |
| KIMCO REALTY CORPORATION | 0.012166 | ✓ |
| INDEPENDENCE REALTY TR INC | 0.011752 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.010444 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.009866 | ✓ |
| LXP INDUSTRIAL TRUST REIT | 0.009835 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.009659 | ✓ |
| CAMDEN PROP TR | 0.009056 | ✓ |
| VORNADO RLTY TST | 0.008261 | ✓ |
| JANUS LIVING A-1 | 0.008193 |  |
| AMERICAN TOWER CORP | 0.007622 |  |
| BRIXMOR PROPERTY | 0.007168 | ✓ |
| CUBESMART | 0.006829 | ✓ |
| NNN REIT INC | 0.006822 | ✓ |
| ALEXANDRIA REAL ES EQ INC REIT | 0.006761 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.006371 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006012 | ✓ |
| RYMAN HOSPITALITY PPTYS INC | 0.004765 | ✓ |
| KITE REALTY GROUP TRUST | 0.004362 | ✓ |
| PHILLIPS EDISON and CO INC | 0.004026 | ✓ |
| MILLROSE PROPERTIES INC | 0.003390 | ✓ |
| OUTFRONT MEDIA INC | 0.003347 | ✓ |
| NATL HEALTH INV | 0.003211 | ✓ |
| COUSINS PROPERTIES INC | 0.003099 | ✓ |
| Americold Realty Trust Inc | 0.002698 | ✓ |
| APPLE HOSPITALITY REIT INC | 0.002559 | ✓ |
| ACADIA RLTY TR REIT | 0.002519 | ✓ |

## First Trust S&P REIT Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.113368 | ✓ |
| PROLOGIS INC REIT | 0.100973 | ✓ |
| SIMON PROPERTY | 0.048677 | ✓ |
| EQUINIX INC | 0.048057 | ✓ |
| DIGITAL REALTY TRUST INC | 0.047827 | ✓ |
| REALTY INCOME CORP REIT | 0.046250 | ✓ |
| PUBLIC STORAGE | 0.035163 | ✓ |
| MSILF Treasury Portfolio, Class Institutional | 0.032649 |  |
| VENTAS INC REIT | 0.031921 | ✓ |
| IRON MOUNTAIN INC | 0.024831 | ✓ |
| VICI PROPERTIES | 0.023996 |  |
| EXTRA SPACE STORAGE INC | 0.022873 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.019008 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.016712 | ✓ |
| ESSEX PROPERTY TRUST INC | 0.012817 | ✓ |
| KIMCO REALTY CORPORATION | 0.012448 | ✓ |
| WP CAREY INC | 0.012239 |  |
| SUN COMMUNITIES INC - REIT | 0.012033 |  |
| MID AMERICA APT CMNTY INC | 0.011732 |  |
| INVITATION HOMES INC | 0.011517 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.010644 |  |
| GAMING AND LEISURE PROPRTI INC | 0.010319 | ✓ |
| REGENCY CENTERS CORP REIT | 0.010235 |  |
| HOST HOTELS & RE | 0.010070 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.009943 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.009384 | ✓ |
| LAMAR ADVERTISING CO CL A | 0.009042 | ✓ |
| UDR INC | 0.008349 |  |
| CAMDEN PROP TR | 0.008300 | ✓ |
| EASTGROUP PROP | 0.008099 | ✓ |
| AMERICAN HOMES-A | 0.007480 |  |
| AGREE REALTY CORP | 0.007423 |  |
| BRIXMOR PROPERTY | 0.007256 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.006875 | ✓ |
| CUBESMART | 0.006868 | ✓ |
| FED REALTY INVS | 0.006853 | ✓ |
| CARETRUST REIT INC | 0.006729 | ✓ |
| NNN REIT INC | 0.006561 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006301 | ✓ |
| BXP INC | 0.006289 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.006192 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.005950 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.005661 | ✓ |
| TERRENO REALTY CORP | 0.005259 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005237 |  |
| HEALTHCARE REALTY TRUST INC | 0.004871 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.004778 | ✓ |
| KITE REALTY GROUP TRUST | 0.004368 | ✓ |
| SABRA HEALTHCARE REIT INC | 0.003985 |  |
| MACERICH COMPANY | 0.003978 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055100` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826055100/0001410368-26-055100-index.htm>
- N-PORT (fund B) — accession `0000940400-26-021490` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329377/000094040026021490/0000940400-26-021490-index.htm>

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